Christian Green (CRD# 7343416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 2 years of experience in the finance industry.
CRD# 1801853
Morgan Stanley
CRD# 4482805
Diversify Advisory Services, LLC
CRD# 5620871
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | American Fork, UT | Feb 2021 - Current | 3 |
| Utah Valley University | Orem, UT | Jun 2020 - Jan 2021 | < 1 |
| Weave | Lehi, UT | Nov 2019 - May 2020 | < 1 |
| Vantage Marketing | Provo, UT | Dec 2018 - Oct 2019 | < 1 |
| Alder Security | Orem, UT | Dec 2016 - Nov 2018 | 1 |
| Utah Valley University | Orem, UT | Jul 2016 - Nov 2016 | < 1 |
| Missionary Service | San Antonio, TX | Aug 2014 - Jul 2016 | 1 |
| Murray High School | Murray, UT | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.